R-04-08-26-13D2 - 8/26/2004 RESOLUTION NO. R-04-08-26-13D2
WHEREAS, the City of Round Rock is mandated by V.T.C.A. , Tax Code
§31 . 11 to refund, upon taxpayer application to the tax collector of its
taxing unit and upon verification by the auditor of its taxing unit,
any overpayment or erroneous payment of taxes; and
WHEREAS, if such amount exceeds $500 . 00, then the governing body
of the taxing unit must also determine that the payment was erroneous
or excessive and must approve the refund, Now Therefore
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS,
That the following named taxpayer, H.E. Butt Grocery Co. has made
an overpayment or erroneous payment of 2001, 2002, and 2003 taxes in
the amount of $8, 030 . 02 ; that such amount is in excess of $500 . 00; that
such overpayment or erroneous payment has been verified by the Tax
Collector; and that application for refund has been made to the Tax
Collector by said taxpayers .
The Council further finds and makes a determination that the
payment was erroneous or excessive; and further approves such refund in
the amount of $8, 030 . 02 .
The City Council hereby finds and declares that written notice of
the date, hour, place and subject of the meeting at which this
Resolution was adopted was posted and that such meeting was open to the
public as required by law at all times during which this Resolution and
the subject matter hereof were discussed, considered and formally acted
upon, all as required by the Open Meetings Act, Chapter 551, Texas
Government Code, as amended.
@PFDesktop\::ODMA/WORLDOX/O:/WDOX/RESOLUTI/R40826D2.WPD/sc
RESOLVED this 26th day of August, 2004 .
Wof
LL, Mayor
CundRock, Texas
ATTEST:
CHRISTINE R. MARTINEZ, City Secretar
2
ROUND ROCK INDEPENDENT SCHOOL DISTRICT
SCHOOL TAX OFFICE
1311 ROUND ROCK AVE.
ROUND ROCK, TEXAS 78681
512-464-5120
DATE: July 28, 2004
TO: CITY OF ROUND ROCK
SUBJECT: REFUND OF TAXES REFUND 4137
PROPERTY
DESCRIPTION: ROUND ROCK CENTER SEC 1 LOT 1
ACCOUNT: 510400000001
TAXPAYER NAME: H E BUTT GROCERY CO
YEAR: 2001 & 2002
REFUND AMT: $4,742.57
REASON FOR REFUND: AGREED JUDGEMENT VALUE CHANGE
MAIL REFUND TO THE FOLLOWING:
H E BUTT GROCERY CO
PROPERTY TAX OFFICE
P O BOX 839999
SAN ANTONIO TX 78283-3999
REQUESTED BY:
. o
FORREST C. CHILD JR., TAX COLLECTOR
REVIEWED BY:
DISTRICT AUDITOR
APPROVED BY:
BUDGET CODE: 1995 219985
`Williamson Countsisal District
510 W. 9`h Street
Georgetown, Texas 78626
.�- (512) 930-3787—Austin Metro
(512) 352-8542—Taylor Metro
(512) 930-0391 —Facsimile
Board of Directors
Don Paull,Chairman
Robert Tagge,Vice-Chairman
Harry Gibbs,Secretary July 26, 2004
Deborah Hunt
Brig Mireles
Jim Nuse, City Manager
City of Round Rock
221 E. Main
Round Rock, Texas 78681
Bill Carroll,Chief Appraiser Re: Cause No: 01-423-C277; H E Butt Grocery Co. v. Williamson CAD
billlc@wcad.org Dear Mr. Nuse:
A settlement has been reached on the attached referenced lawsuit for the
tax year 2001 and 2002. The settlement was the result of an Agreed
Judgment between the District and the Plaintiff in this suit. (Please see
attached Agreed Judgment.)
If you have any questions, please feel free to call.
With Kindest Regards,
Ogee eaww&
Bill Carroll
Chief Appraiser
BC/Idb
Enclosure
cc: Forrest Child, A/C
NO. 01-423-C277
H E BUTT GROCERY CO., § IN THE DISTRICT COURT
Plaintiff, §
§
VS. § WILLIAMSON COUNTY, TEXAS
WILLIAMSON COUNTY APPRAISAL §
DISTRICT, §
Defendant. § 277TH JUDICIAL DISTRICT
AGREED JUDGEMENT
CAME ON TO BE HEARD H E Butt Grocery Co., Plaintiff herein, and
Williamson County Appraisal District, Defendant herein, appearing by and through their
respective attorneys of record, and announced to the Court that the parties herein desired
to resolve and settle the matters in controversy, and avoid the trouble, expense and
uncertainty of litigation, and have reached an agreement to that effect. Having heard
these announcements and reviewed the evidence and arguments of counsel, the Court is
of the opinion that such terms and conditions are well taken and should form the basis of
judgment.
IT IS THEREFORE ORDERED, ADJUDGED AND DECREED that the
following stipulations are agreed by the parties and entered by the Court as its judgment.
1. The undersigned parties agree and stipulate that bona fide disputes and
controversies exist between the parties concerning the market or appraised
value of the subject property. These stipulations are entered into by the
parties soley for the purpose of compromising and settling their various
claims, each as to the other. No other use of this Stipulation may be made
RECEIVED
JUL 2 1 2004
WILLIAMSON CAD
by the parties hereto as concerns the claim of either party as to the other.
whether having arisen in the past, now pending, or to arise in the future.
including, without limitation, subsequent disputes as to the market or
appraised value of the subject property within Defendant's appraisal
jurisdiction in any subsequent years. This agreement is not intended by
either party as an admission of the market value of the subject property,
nor shall same be represented by either party as to the other as an
admission. Further, the existence, terms, and contents of this Agreed
Judgment shall not be admissible in any judicial or administrative
proceeding as against either party except as may be necessary to enforce
the terms and conditions of said judgment, either party as to the other.
2. Pursuant to Section 42.41 of the Texas Property Tax Code, Defendant,
Williamson County Appraisal District shall revise the 2001 and 2002
appraisal roll to reflect the following appraised value:
Account Number 2001 Appraised Value 2002 Appraised Value
R071235 S 4,200,000 $ 5,200,000
3. The undersigned parties shall, as soon as possible following execution of
this agreement, do, or cause their attorneys to do, whatever is reasonably
necessary to effect this agreement, including compliance with the
provisions of Sections 42.41 through 42.43 of the Texas Property Tax
code.
4. The parties herein acknowledge that Section 42.43, Texas Tax Code,
provides for payment of interest on any refund made as a result of a final
RECEIVED
JUL 2 12004
p-14LLIAMSON CA
determination of an appeal which decreases a property owner's tax
liability; however, Plaintiff hereby agrees to waive any such applicable
right to receive interest on any such refund.
5. All costs and attorney fees are to be borne by the party incurring same.
6. All other relief not specifically granted herein is denied.
7. This judgment finally disposes of all claims of all parties.
SIGNED this day of�004.
JUDGE PRESIDING
APPROVED AS TO FORM AND SUBSTANCE:
POPP & IKARD, LLP
1301 S. Mopac, Suite 430 (78746)
P. 0. Box 2242
Austin, Texas 78768
(512) 473-2661
(512) 479-80 , - Facsimile
Raymon Gray
State Bar No. 08138250
ATTORNEYS FOR PLAE TIF
PERDUE BRANDON FIELDER
COLLINS & MOTT, LLP
6300 La Calma, Suite 450
Austin, Texas 78752
(512) 302-0190
(512) 302-1802 - Facsimile
/-4� lff,6ry
Sandra Griffin
State Bar No. 0 9 40
ATTORNEYS FOR DEFENDANT RECEIVED
JUL 2 1 2004
ILLIAMSON CA[
-
BONNIE J. WOLBRUECK, DISTRICT CLERK
WILLIAMSON COUNTY, TEXAS
P. O. BOX 24
GEORGETOWN, TEXAS 78627
�
Williamson County Appraisal District
C/o Bill Carroll Chief Appraiser
' 510 W 9th Street
Georgetown, Tx 78626
NOTICE OF COURT ORDER
CAUSE NUMBER: 01-423—C277
277TH JUDICIAL DISTRICl
DATE ORDER SIGNED: 07-12-04
HE BUTT GROCERY CO
VS.
WILLIAMSON COUNTY APPRAISAL DISTRICT
'
AGREED JUDGMENT
AN ORDER AS ABOVE INDICATED HAS BEEN SIGNED BY THE JUDGE
OF THE COURT AND FILED IN THE OFFICE OF THE DISTRICT CLERK.
GRIFFIN, SANDRA BONNIE J. WOLBRUECK
DISTRICT CLERK
JULY 19TH, 2004
����o�%:U�����
, "~~��u~� - �~��
JUL2 0 2004
Williamson County Appraisal District
Supplementary Change 2001
Entities: GWI, CRR, SRR, RFM
Parcel/Record No: R-16-5104-0000-0001 (R071235)
Name: H E BUTT GROCERY CO
Address: PROPERTY TAX OFFICE
Address: PO BOX 839999
City, State, ZIP: SAN ANTONIO, TX 78283-3999
Legal Description: ROUND ROCK CENTER SEC 1, LOT 1, ACRES 6.34
Situs Address: 110 PALM VALLEY BLVD W
Old Value New Value
Personal Property Value:
Improvement Non-Homesite Value: 3,864,802::';:;:::: 2,722,802
Improvement Homesite Value:
Land Non-Homesite Value: 1,477,198:::`;:: 1,477,198
Land Homesite Value:
Ag Market Value:
Ag Use:
Total Appraised Value: 5,342,000::;:::: 4,200,000
Non-Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 5,342,000........:.. 4,200,000
Frozen Tax: Year: Amount:
Reason for Changes Value change per Agreed Value Judgment signed 7/12/04
Wm. T. Carroll, Chief Appraiser Date: 07/26/04
Appraiser: Date:
Supplement#
-
Williamson County J���K���^����U K�^�t�z�
° "� _ '--'-'
Supplementary Change 2002
Entities: GVV| CRR SRR RRN VVOQ
Parcel/Record No: R-1 6-5104-0000-0001 (R071235)
Name: H E BUTT GROCERY CO
Address: PROPERTY TAX OFFICE
'
Address: PO BOX 839999
City, State,ZIP: SAN ANTONIO, TX 78283-3999
Legal Description: ROUND ROCK CENTER GEC 1 LOT 1 ACRES 6.34
Situs Address: 110 PALM VALLEY BLVD VV
Old Value New Value
Personal Property Value:
Improvement Non-Homesite Value: 4,033,885-.....,
3,722,802
Improvement Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Total Appraised Value: 5,511,083 5,200,000
Non-Taxed Exempt:
Over 65:
Disabled Veterans:
Homestead Disability:
Frozen Tax: Year: Amount:
Reason for Changes Value change Agreed ValJudgment signed7/12/O4
Wm. T' Carroll, Chief Appno|se Date: 07/26/04
Appraiser: Date:
Supp|enment#
ROUND ROCK INDEPENDENT SCHOOL DISTRICT
SCHOOL TAX OFFICE
1311 ROUND ROCK AVE.
ROUND ROCK, TEXAS 78681
512-464-5120
DATE: July 27, 2004
TO: CITY OF ROUND ROCK
SUBJECT: REFUND OF TAXES
PROPERTY
DESCRIPTION: ROUND ROCK CENTER SEC 1 LOT 1
ACCOUNT: 510400000001
TAXPAYER NAME: H E BUTT GROCERY CO
YEAR: 2003
REFUND AMT: $3,287.45
REASON FOR REFUND: AGREED JUDGEMENT VALUE CHANGE
MAIL REFUND TO THE FOLLOWING:
H E BUTT GROCERY CO
PROPERTY TAX OFFICE
P O BOX 839999
SAN ANTONIO TX 78283-3999
REQUESTED BY:
FORREST C. CHILD JR., TAX COLLECTOR
REVIEWED BY:
DISTRICT AUDITOR
APPROVED BY:
BUDGET CODE: 1995 219985
Wiffianuon Countq Appraisal District
510W. 9'h Street
='. = Georgetown, Texas 78626
(512) 930-3787—Austin Metro
.. (512) 352-8542—Taylor Metro
(512) 930-0391 —Facsimile
.i
Board of Directors
Don Paull,Chairman
Robert Tagge,Vice-Chairman
Harry Gibbs,Secretary June 29, 2004
Deborah Hunt
Brig Mireles
Jim Nuse, City Manager
City of Round Rock
221 E. Main
Round Rock, Texas 78681
Bill Carroll,Chief Appraiser Re: Cause No: 03-603-C26; H E Butt Grocery Co. v. Williamson CAD
billlc@wcad.org Dear Mr. Nuse:
A settlement has been reached on the attached referenced lawsuit for the
tax year 2003. The settlement was the result of an Agreed Judgment
between the District and the Plaintiff in this suit. (Please see attached
Agreed Judgment.)
If you have any questions, please feel free to call.
With Kindest Regards,
6W e"'To&
Bill Carroll
Chief Appraiser
BC/Idb
Enclosure
cc: Forrest Child, A/C
0. COPY
NO. 03-603-C26
H E BUTT GROCERY CO., § IN THE DISTRICT COURT
Plaintiff, §
vs. § WILLIAMSON COUNTY, TEXAS
WILLIAMSON COUNTY APPRAISAL §
DISTRICT, §
Defendant. § 26TH JUDICIAL DISTRICT
AGREED JUDGEMENT
CAME ON TO BE HEARD H E Butt Grocery Co., Plaintiff herein, and
Williamson County Appraisal District, Defendant herein, appearing by and through their
respective attorneys of record, and announced to the Court that the parties herein desired
to resolve and settle the matters in controversy, and avoid the trouble, expense and
uncertainty of litigation, and have reached an agreement to that effect. Having heard
these announcements and reviewed the evidence and arguments of counsel, the Court is
of the opinion that such terms and conditions are well taken and should form the basis of
judgment.
IT IS THEREFORE ORDERED, ADJUDGED AND DECREED that the
following stipulations are agreed by the parties and entered by the Court as its judgment.
1. The undersigned parties agree and stipulate that bona fide disputes and
F
controversies exist between the parties concerning the market or appraised
value of the subject property. These stipulations are entered into by the
parties soley for the purpose of compromising and settling their various
claims, each as to the other. No other use of this Stipulation aMl
RECEIVED 3t�o'clovk— h
JUN 2 4 2004 JUN 3 2004
/�
WILLIAMSON CAD I .���,.
by the parties hereto as concerns the claim of either party as to the other.
whether having arisen in the past, now pending, or to arise in the future,
including, without limitation, subsequent disputes as to the market or
appraised value of the subject property within Defendant's appraisal
jurisdiction in any subsequent years. This agreement is not intended by
either party as an admission of the market value of the subject property,
nor shall same be represented by either party as to the other as an
admission. Further, the existence, terms, and contents of this Agreed
Judgment shall not be admissible in any judicial or administrative
proceeding as against either party except as may be necessary to enforce
the terms and conditions of said judgment, either party as to the other.
2. Pursuant to Section 42.41 of the Texas Property Tax Code, Defendant,
Williamson County Appraisal District shall revise the 2003 appraisal roll
to reflect the following appraised value:
Account Number 2003 Appraised Value
R071235 $ 5,600,000
3. The undersigned parties shall, as soon as possible following execution of
this agreement, do, or cause their attorneys to do, whatever is reasonably
necessary to effect this agreement, including compliance with the
provisions of Sections 42.41 through 42.43 of the Texas Property Tax
code.
4. The parties herein acknowledge that Section 42.43, Texas Tax Code,
provides for payment of interest on any refund made as a result of a final
RECEIVED
JUN 2 4 2004
WILLIAMSON CACI
determination of an appeal which decreases a property owner's tax
liability; however, Plaintiff hereby agrees to waive any such applicable
right to receive interest on any such refund.
5. All costs and attorney fees are to be borne by the party incurring same.
6. All other relief not specifically granted herein is denied.
7. This judgment finally disposes of all claims of all parties.
SIGNED this S day oaf ;!i004.
C, lie .0JUDGE PRESIDING
0
APPROVED AS TO FORM AND SUBSTANCE:
POPP & IKARD, LLP -
1301 S. Mopac, Suite 430 (78746)
P. O. Box 2242
Austin, Texas 78768
(512) 473-2661
479-
1
Raymond Gray
State Bar No. 08 13 8250
ATTORNEYS FOR PLAINTIFF
PERDUE BRANDON FIELDER
COLLINS & MOTT, LLP
6300 La Calma, Suite 450
Austin, Texas 78752 '
(512) 302-0190
(512) 302-1802
Sandra Griffin ������®
State Bar No. 0 91280
ATTORNEYS FOR DEFENDANT JUN 2 4 2004
WILLIAMSON CAD
BONNIE J. WOLBRUECK, DISTRICT CLERK.
WILLIAMSON COUNTY, TEXAS
P. O. BOX 24
GEORGETOWN, TEXAS 78627
Williamson County Appraisal District
510 West 9th Street
Georgetown, Tx
NOTICE OF COURT ORDER
CAUSE NUMBER: 03-603—C26
26TH JUDICIAL DISTRICT
DATE ORDER SIGNED: 6/1/04
H. E. BUTT GROCERY CO.
Vs.
WILLIAMSON COUNTY APPRAISAL DISTRICT
AGREED JUDGMENT
AN ORDER AS ABOVE INDICATED HAS BEEN SIGNED BY THE JUDGE
OF THE COURT AND FILED IN THE OFFICE OF THE DISTRICT CLERK.
GRIFFIN, SANDRA BONNIE J. WOLBRUECK
6300 LA CALMA DR. , STE. 450 DISTRICT CLERK.
Austin, Tx. 78752
JUNE 14TH, 2004
r
RECEIVED
JUN 2 3 2004
WILLIAMSON CAIS
Williamson County Appraisal District
Supplementary Change 2003
Entities: GWI, CRR, SRR, RFM, W09
Parcel/Record No: R-16-5104-0000-0001 (R071235)
Name: H E BUTT GROCERY CO
Address: PROPERTY TAX OFFICE
Address: PO BOX 839999
City, State,ZIP: SAN ANTONIO, TX 78283-3999
Legal Description: ROUND ROCK CENTER SEC 1, LOT 1, ACRES 6.34
Situs Address: 110 PALM VALLEY BLVD W
Old Value New Value
Personal Property Value:
Improvement Non-Homesite Value: 5,139,611€ ;;€€i 4,219,150
Improvement Homesite Value:
Land Non-Homesite Value: 1,380,850 1,380,850
Land Homesite Value:
Ag Market Value:
Ag Use:
Total Appraised Value: 6,520,461 ...."...
5,600,000
Non-Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 6,520,461 5,600,000
Frozen Tax: Year: ....-Amount:
Reason for Changes Value change per AgLQed Judgment signed 6/1/04
991 /V
Wm. T. Carroll, Chief Appraiser Date: 06/29/04
Appraiser: Date:
Supplement#
DATE: August 20, 2004
SUBJECT: City Council Meeting - August 26, 2004
ITEM: *13.D.2. Consider a resolution authorizing property tax refunds to H. E. Butt
Grocery Co. for 2001, 2002, and 2003 taxes totaling $8,030.02.
Department: Finance Department
Staff Person: Cindy Demers, Finance Director
Justification:
State law requires that property tax refunds in excess of $500 be approved by the governing
body. This refund is the result of agreed judgments approved by the appraisal district
reducing the taxable values on the 2001, 2002, and 2003 tax rolls.
Funding•
Cost: $8,030.02
Source of funds: General and Debt Service Operating Budgets
Outside Resources: N/A
Background Information:
Required process set by law.
Public Comment: N/A